海洋经济概念18日盘中强势上扬，截至发稿，尤夫股份（002427）、蓝科高新（601798）、神开股份 （002278）、巨力索具（002342）等涨停，中科海讯（300810）涨逾9%，海默科技（300084）涨近 8%。 行业方面，2025年政府工作报告明确指出推动商业航天、低空经济、深海科技等新兴产业发展，深海科 技首次被列入国家发展重点的同时多地积极响应政策号召。深海科技具备资源、军事、科技、经济等多 维度战略价值：（1）资源：深海油气具备油气、矿物、生物、空间等多方面资源开采价值；（2）军 事：深海资源多位于公海区域，全球深海资源争夺加剧带来深海区域军事化发展加速；（3）科研：地 球最后的"天然实验室"：生命起源、地质演化、气候变化的关键研究场所；（4）经济：2024年我国海 洋经济总量首次突破10万亿元，同比增长5.9%，深海经济有望成为未来经济增长的重要引擎。 东吴证券指出，从上下游看，深海科技覆盖基础材料、高端装备制造、下游应用三大产业链环节。上 游：涵盖基础材料与核心部件，包括特种/基础材料、传感器与电子器件、能源与动力系统等；中游： 包括深海装备制造与系统集成；下游：各类深海区域应用，包括 ...

A股海洋经济概念走强，巨力索具直线拉升涨停，蓝科高新此前涨停，中科海讯涨近8%，神开股份、 深水海纳等大涨。 ...

Core Viewpoint - The article discusses the significant asset restructuring announced by two listed companies under China National Machinery Industry Corporation, specifically Su Mei Da's acquisition of a controlling stake in Blue Science High-tech despite Blue Science's ongoing losses [1][2]. Group 1: Acquisition Details - Su Mei Da signed a share transfer agreement to acquire 60 million shares of Blue Science High-tech, representing approximately 16.92% of its total share capital, increasing its ownership from 4.80% to 21.72% [1]. - The share transfer price is set at 6.71 CNY per share, totaling 402.6 million CNY, which is significantly higher than Blue Science's recent trading price [2][7]. - The acquisition is classified as a related party transaction since the seller, Guo Ji Asset Management, is a wholly-owned subsidiary of Su Mei Da's controlling shareholder, China National Machinery Group [2][7]. Group 2: Strategic Rationale - Su Mei Da aims to leverage Blue Science's established advantages in the special equipment engineering sector to enhance synergy with its engineering segment [2][3]. - The acquisition is expected to clarify market perceptions of Su Mei Da's business model, transitioning from a supply chain company to a more integrated industrial chain player, potentially leading to a higher valuation [2][3]. - Su Mei Da's management believes that the valuation of Blue Science's industry is higher than that of a typical supply chain company, which could positively impact Su Mei Da's market valuation post-acquisition [2][3]. Group 3: Financial Performance - Blue Science is projected to incur losses for four consecutive years, with estimated losses of approximately 17.4 million CNY in 2021, 18.4 million CNY in 2022, 14 million CNY in 2023, and around 8.76 million CNY in 2024 [2]. - In contrast, Su Mei Da has shown steady growth in profitability, with projected earnings of 1.148 billion CNY for 2024 [2][3]. Group 4: Future Prospects - Blue Science plans to acquire 100% of Shanghai Blue Asia Petrochemical Equipment Testing Co. and 51% of China Air Separation Engineering Co., which could enhance its operational capabilities and management quality [8][9]. - The acquisition of these assets is part of a broader internal restructuring within China National Machinery Group, indicating a strategic alignment of resources [8][9]. - There are uncertainties regarding the completion of these transactions due to existing pledges and legal issues surrounding the assets, which could impact the overall acquisition strategy [9].

Group 1 - The core point of the article is that Su Mei Da (600710.SH) will acquire a controlling stake in Lan Ke Gao Xin (601798.SH), making it a subsidiary after purchasing 60 million shares, representing 16.92% of Lan Ke Gao Xin's total equity at a price of 6.71 yuan per share, totaling 403 million yuan [1] - Following the transaction, Su Mei Da will hold 21.72% of Lan Ke Gao Xin's shares, which will be consolidated into Su Mei Da's financial statements [1] - The transaction has received approval from the relevant regulatory authority but still requires consent from Su Mei Da's independent directors and subsequent approval from the board, supervisory board, and shareholders' meeting, along with compliance review by the Shanghai Stock Exchange [1] Group 2 - Lan Ke Gao Xin, established in 2001, specializes in the research, design, manufacturing, and testing of specialized equipment for the petroleum and petrochemical industries, serving major clients like China National Petroleum Corporation and China Petroleum & Chemical Corporation [4] - Su Mei Da, founded in 1978 and listed in 2016, operates in two main business segments: industrial chain and supply chain, with products and services including shipbuilding, diesel generators, clean energy, and textile [5] - After acquiring Lan Ke Gao Xin, Su Mei Da plans to establish long-term collaborations in energy equipment, energy engineering, and shipbuilding, enhancing its capabilities in related sectors [5][6] Group 3 - Lan Ke Gao Xin announced plans to acquire 100% of Shanghai Lan Ya Petrochemical Equipment Testing Co., Ltd. and 51% of China Air Separation Engineering Co., Ltd. in a cash transaction, aiming to strengthen its management capabilities and talent pool [6] - The integration is expected to enhance Lan Ke Gao Xin's overall solution capabilities in the energy equipment sector, covering design, manufacturing, construction contracting, and operational testing services [6]

Group 1 - The core point of the news is that Gansu Blue Science and Technology Petrochemical High-tech Equipment Co., Ltd. (Blue Science High-tech) announced significant changes in its shareholding structure, with Su Mei Da Co., Ltd. becoming the controlling shareholder after acquiring 60 million shares, representing 16.92% of the total share capital, at a price of 6.71 yuan per share, totaling 403 million yuan [1] - The share transfer agreement between Guo Ji Asset Management Co., Ltd. and Su Mei Da is part of a broader restructuring within the China Machinery Industry Group, which remains the actual controller of the company [1] - The company also plans to acquire 100% of Shanghai Blue Asia Petrochemical Equipment Testing Co., Ltd. and 51% of China Air Separation Engineering Co., Ltd. from China Pu Fa, which constitutes a major asset restructuring and related party transaction [2][3] Group 2 - Shanghai Blue Asia Testing is a high-tech enterprise focused on performance testing and safety evaluation in the petroleum, chemical, gas, metallurgy, and new energy sectors, with a history dating back to 1960 [2] - China Air Separation is a specialized engineering company established in 1981, involved in industrial gas preparation, natural gas liquefaction, and environmental engineering, among other fields [3] - The integration of these companies is expected to enhance management capabilities and create a comprehensive solution capability in the energy equipment sector, aligning with the interests of the company and minority shareholders [3]

Core Viewpoint - Su-meida plans to acquire a 16.92% stake in Blue Science and Technology (Blue Science) through a private agreement, enhancing its control and collaboration in the oil and petrochemical equipment sector [1][2] Group 1: Acquisition Details - Su-meida will purchase 60 million shares of Blue Science at a price of 6.71 yuan per share, totaling 403 million yuan [1] - Following this acquisition, Su-meida's stake in Blue Science will increase to 21.72%, making it a controlling subsidiary [2] Group 2: Blue Science Overview - Blue Science, established in 2001, specializes in the research, design, manufacturing, and testing of specialized equipment for the oil and petrochemical industry [1] - The company has long-term partnerships with major clients such as China National Petroleum Corporation (CNPC) and China Petroleum & Chemical Corporation (Sinopec) [1] - Blue Science operates two industrial bases in Shanghai and Lanzhou, with a production capacity of 50,000 tons of metal annually [1] Group 3: Financial Performance - For the first three quarters of 2024, Blue Science reported revenues of 499 million yuan, with a net loss of 19.04 million yuan [1] - As of September 30, 2024, Blue Science's total assets were 2.353 billion yuan, and net assets were 1.318 billion yuan [1] Group 4: Su-meida's Business Overview - Su-meida's main business segments include industrial chain and supply chain services, covering shipbuilding, clean energy, and environmental protection [3] - In 2024, Su-meida achieved total revenue of 117.174 billion yuan, a decrease of 4.75% year-on-year, while net profit increased by 11.69% to 1.148 billion yuan [3] Group 5: Business Segment Performance - The industrial chain segment is expected to grow by 6.75% in 2024, with the shipbuilding sector seeing a revenue increase of 63.25% to 7.253 billion yuan [4] - The clean energy business faced a revenue decline of 27.25% due to supply-demand imbalances in the photovoltaic trade [4]

股票代码：601798 股票简称：蓝科高新 编号：2025-005 甘肃蓝科石化高新装备股份有限公司 关于筹划重大资产购买暨关联交易的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 甘肃蓝科石化高新装备股份有限公司（以下简称"公司"）拟以现金方式 收购中国浦发机械工业股份有限公司（以下简称"中国浦发"）所持有的机械工 业上海蓝亚石化设备检测所有限公司（以下简称"蓝亚检测"）100%股权、中 国空分工程有限公司（以下简称"中国空分"）51%股权（以下简称"本次交易"）。 根据初步测算，本次交易预计构成《上市公司重大资产重组管理办法》规 定的重大资产重组，但不构成重组上市。本次交易构成关联交易。本次交易不涉 及上市公司发行股份，不会导致上市公司控制权的变更。公司将按照相关规定履 行相关程序，编制、披露相关文件。 公司与交易对方签署的《股权转让意向协议》（以下简称"《意向协议》"） 为意向性框架协议，具体的交易方案及相关交易条款以各方签署的正式协议为准。 本次交易尚处于筹划阶段，具体交易方案仍需进一 ...

证券代码：601798 证券简称：蓝科高新 公告编号：2025-004 甘肃蓝科石化高新装备股份有限公司 关于股东签署附条件生效的《<表决权委托协议> 之解除协议》《股份转让协议》暨控股股东变更的提 示性公告 中国浦发、国机资产与苏美达均为中国机械工业集团有限公司（以下简 称"国机集团"）控股子公司，本次表决权委托解除及本次协议转让完成后，苏 美达将直接持有公司 77,000,000 股，约占公司总股本 21.72%，将成为公司控股 股东，但不会导致公司实际控制人发生变化，国机集团仍为公司实际控制人， 不会对公司治理结构及持续经营产生重大影响。本次表决权委托解除及本次协 议转让符合《上市公司收购管理办法》第六十二条规定第（一）项规定之情 形，苏美达可以免于以要约方式增持股份。 本次表决权委托解除及本次协议转让已经上级主管机构审批通过，其中 表决权委托解除已经交易各方履行现阶段所需的内部审议程序，本次表决权委 托解除在国机资产将其持有的公司 60,000,000 股股份过户至苏美达时同时生 效；本次协议转让事项，国机资产已完成内部审批程序，尚需苏美达董事会和 股东大会审议通过、上海证券交易所合规性审查确认后，方 ...

Core Viewpoint - Sumida plans to acquire 16.92% of Bluecore High-tech's shares through a private agreement, which will make Bluecore a subsidiary and included in Sumida's consolidated financial statements [1] Group 1: Transaction Details - Sumida signed a share transfer agreement with Guoqi Assets to purchase 60 million shares of Bluecore High-tech at a price of 6.71 yuan per share, totaling 403 million yuan [1] - Upon completion of the transaction, Sumida will hold 21.72% of Bluecore High-tech's shares, thus gaining control over the company [1] - The transaction has received approval from the relevant regulatory authority but still requires consent from Sumida's independent directors and subsequent approval from the board, supervisory board, and shareholders' meeting, along with compliance review by the Shanghai Stock Exchange [1] Group 2: Business Scope of Bluecore High-tech - Bluecore High-tech's business includes research and development of marine engineering equipment, development of key supporting systems for marine engineering, and manufacturing of marine engineering equipment [1]